Five Little Things for Your Monday: February 19, 2018

6 minute read

Happy President’s Day! It’s time to tackle Monday with our weekly roundup of articles we think you should take a look at. Today, dive deeper into Google Analytics, customer service, digital advice and best practices for your website design.

Are you looking for ways to monitor your website visitors’ activity? Want to know how to use that information to improve your marketing strategy? Google Analytics is what you need, and Headway Capital show you how to use it in this infographic.

Matt and Kirk are joined once again by Olympian Paul Kingsman. Matt and Paul dive into discussing the mental mindset of Winter Olympic athletes and how you can use some of same tools to become an unstoppable financial advisor. In order to take your determination and athletisism to the Winter Olympics, you have to put everything on the line everyday. When your sport incorporates fast speeds, ice, and blades, it can be do or die. And advisors need to start thinking of their business that way, there is no place for a B game in the financial world. Paul provides incredible tools and tips for improving your mental strength and focus to turn your business into a game change. In addition to his Olympic success, Paul is a renowned key note speaker, business coach, and the author of The Distraction Proof Advisor.

Customer service is the new marketing. This statement may sound suspect coming from Micah, a customer service consultant; it sounds like an example of “when you have a hammer, every problem looks like a nail” thinking on my part, or even the “drunk looking for his keys under the lamppost because that’s where there’s light” phenomenon.

But if you consider consumer behavior and thought patterns today, you’ll realize that it’s incontrovertibly true. People have lost their faith in gimmicky and overstated mass marketing campaigns and place more stock today in what they experience directly with your company, what their friends have experience, and what the people they listen to online have experienced.

Which investors are interested in digital advice may not be as clear as advisors think, according to new research from Cerulli Associates.

The firm’s latest research from Cerulli looks at how investors’ interest in using digital advice platforms — which has increased modestly over the past few years — outpaces actual adoption of robo-advice.

Cerulli looked back at research it had done in the fourth quarter of 2015 that examined whether potential investors were open to a purely online relationship.

When given the right tools, making a website can be a pretty simple process. As a financial advisor, you may find it daunting to think about writing copy, dealing with compliance, and all of the other tasks that go into creating your own website, but fortunately your options are no longer limited. Technology has evolved and website platforms like Twenty Over Ten now allow you to create something beautiful, and compliant in just a few simple steps.

Truly, who knows more about your brand than you? When building a website yourself, you have complete control over what visitors see. You have the ability to accurately portray your business, your work, and yourself with your own personal touch. And this is a bigger opportunity than you may think! Your website is the first place prospects will find you, meaning it is also their first impression of you.

Other than making a striking impression on prospective clients, websites provide many benefits to financial advisors. They can also serve as a lead generation machine, a showcase of your expertise, a place to harvest thought leadership, a host to all of your services, a home to your client guides – the possibilities are endless.